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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,458 | $125,190-52.5% | $105,624-43.7% | $145,897-59.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.54% | 225.22%-209.7pp | 116.20%-100.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $7,636 | $3,720+105.2% | $3,168+141.1% | $4,663+63.8% |
| Participant deferral / active EE | $1,717 | $5,716-70.0% | $5,013-65.7% | $6,689-74.3% |
| Admin fee / account holder | $3,394 | $17,138-80.2% | $10,961-69.0% | $13,390-74.7% |